Maxwell Wealth Strategies Inc. Ishares Msci Usa Quality Facto Transaction History
Maxwell Wealth Strategies Inc.
- $235 Billion
- Q3 2024
A detailed history of Maxwell Wealth Strategies Inc. transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Maxwell Wealth Strategies Inc. holds 32,286 shares of QUAL stock, worth $5.9 Million. This represents 2.45% of its overall portfolio holdings.
Number of Shares
32,286
Previous 29,741
8.56%
Holding current value
$5.9 Million
Previous $5.08 Billion
13.6%
% of portfolio
2.45%
Previous 2.49%
Shares
4 transactions
Others Institutions Holding QUAL
# of Institutions
1,444Shares Held
226MCall Options Held
16.1KPut Options Held
9.2K-
Envestnet Asset Management Inc28.5MShares$5.22 Billion1.69% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.7MShares$2.69 Billion1.21% of portfolio
-
Morgan Stanley New York, NY9.07MShares$1.66 Billion0.12% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.83MShares$1.43 Billion0.9% of portfolio
-
Bank Of America Corp Charlotte, NC7.61MShares$1.39 Billion0.11% of portfolio